Accepted Student Reception Financial Aid Presentation. March 29, 2015



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Accepted Student Reception Financial Aid Presentation March 29, 2015

Understanding Your Financial Aid Award Letter

Screen shot of award letter here

Screen shot of award letter here

Estimated costs and payment option letter

Gift Aid - Grants and Scholarships

Need-Based Grants These are forms of gift aid (you don t need to repay them) based on your FAFSA information. Federal Pell Grant Amount determined by EFC. Pennsylvania State Grant and other state grants Awarded by PHEAA and other state agencies. Federal Supplemental Educational Opportunity Grant (SEOG) Awarded to full-time Pell Grant recipients, if eligible. Holy Family Grant Must be fulltime, based on need and admissions credentials.

Non-Need Based Scholarships These are forms of gift aid (you don t need to repay them) not based on your FAFSA information. Holy Family Merit Scholarships No FAFSA required. All accepted as a full-time undergraduate will be evaluated by the Admissions Office. These scholarships have a GPA requirement for renewal. Holy Family Athletic Grant Awarded by the Athletic Department.

Non-Need Based Scholarships These are forms of gift aid (you don t need to repay them) not based on your FAFSA information. Holy Family Endowment Scholarships For current students only. Single application for all scholarships is available in the fall semester for the following year. Some of these are also need based. These scholarships are listed in our catalog and on our website Outside Scholarships (some may have need components).

Self-Help Student Loans and Employment

Direct Federal Stafford Loans These are student loans provided by the federal government. Subsidized Principal is deferred and the interest is paid by the federal government while student is enrolled half-time (at least 6 credits). Student must demonstrate need to be eligible. Unsubsidized Principal is deferred and the student pays interest (or allows it to accrue) while enrolled half-time (at least 6 credits). Need is not considered for eligibility.

Direct Federal Stafford Loans Maximum annual amounts for dependent students: Freshman level (0-23 credits): $5500 (max $3500 Subsidized) Sophomore level (24-53 credits): $6500 (max $4500 Subsidized) Junior & Senior levels (54+ credits): $7500 (max $5500 Subsidized)

Direct Federal Stafford Loans Some students are eligible for additional Direct Federal Unsubsidized Stafford Loan funds. Maximum annual amounts of additional Direct Federal Unsubsidized Stafford Loan: Freshman & Sophomore levels (0-53 credits): $4000 Junior & Senior levels (54+ credits): $5000 Eligible students: Independent students Dependent students whose parents were denied a PLUS

Direct Federal Stafford Loans Interest, Fees & Repayment Congress determines the interest rate for a new loan every June. For loans first disbursed on or after July 1, 2014, interest rates are fixed at 4.66 % for undergraduate subsidized and unsubsidized loans for the life of the loan. For both types of loans, a 1.073% origination fee is deducted from the loan before it is disbursed. Repayment begins 6 months after the student drops below half-time (<6 credits) for any reason. For most students, this means graduation.

Direct Federal Stafford Loans Other information We will award the maximum loan amount for which you are eligible. You don t have to borrow the whole loan. You must file a Direct Federal Stafford Loan Master Promissory Note (MPN) to borrow a Direct Federal Stafford Loan. Once you have chosen a school, you can file the MPN on-line at www.studentloans.gov

Other Federal Student Loans Federal Perkins & Federal Nursing Loans Need-based loans for full-time students. Recipients will be contacted in August by our Business Office to sign a promissory note. Holy Family is the lender. 5% interest rate that doesn t start to accrue until repayment, which is 9 months after dropping below half-time (<6 credits). Nursing Loan is awarded only to students majoring in nursing. These funds are limited because they come from repayment of previous borrowers.

Federal Work-Study This is a need-based award for fulltime students. Students are paid based on how many hours they work, up to the amount they are awarded. Students are paid an hourly wage and receive a paycheck every other week. Students may choose to get paid through Direct Deposit. This award is NOT deducted from your bill.

Outside Scholarships

Outside Scholarship Search Check out these websites for scholarship information. www.fastweb.com www.finaid.org www.educationplanner.org www.collegeboard.org www.studentaid.ed.gov

Outside Scholarship Search Some other places to look for scholarships: Local library resources High school guidance office Local businesses or civic organizations Parents employers

Avoid Being Scammed! To check legitimacy of scholarship search services or individuals, for information about financial aid scams, and tips to avoid being scammed visit these websites: The US Department of Education www.studentaid.ed.gov/types/scams The Federal Trade Commission www.ftc.gov/scholarshipscams The Better Business Bureau www.bbb.org

Alternative Financing Options

Other Financing Options Holy Family s 10-Month Payment Plan Direct Federal Parent Loan for Undergraduate Students (PLUS) Private Educational Loans Home Equity Loan/Line of Credit (interest is usually tax deductible) Pension Plans

Installment Payment Plan Budget what you owe over 10 monthly payments. Payments begin July 15. There is a non-refundable application fee of $25. Business Office will mail more information in mid-may. www.tuitionpaymentsolutions.com

Direct Federal Parent Loan for Undergraduate Students (PLUS) Parents of dependent undergraduate students may borrow. Based on credit worthiness, parents can borrow up to the cost of attendance minus expected financial aid. If denied, then the student is eligible to receive additional Direct Federal Unsubsidized Stafford Loan funds. Congress determines the interest rate for a new loan every June. For loans first disbursed on or after July 1, 2014, the interest rate is 7.21% and begins accruing on the date of the first disbursement. A 4.292% origination fee is deducted from the loan before it is disbursed.

Direct Federal Parent Loan for Undergraduate Students (PLUS) Various repayment options are available. You must file a FAFSA and apply for the PLUS on-line as well as complete the Direct Federal PLUS Master Promissory Note (MPN). This should not be done until, at the earliest, June, due to credit check expirations, and can be done at www.studentloans.gov At Holy Family, a PLUS will be awarded once a parent has passed a credit check and completed a PLUS MPN.

Private Education Loans Students may decide to use a Private Education Loan to help cover any balance not covered by other aid. Since they are based on credit, most dependent students will need a credit-worthy co-signer.

Private Education Loans A list of available Private Education Loans can be found at www.holyfamily.edu/finaid, click on Loan Programs and scroll down to the Private Education Loans section. You should compare these loans with each other to see which one fits your situation the best. You should not apply for these loans until, at the earliest, June, due to credit check expirations. At Holy Family, a Private Education Loan will not be awarded unless an application is filed.

2015-2016 Costs Tuition $28,198 General Fees 970 Total $29,168 Average Room 7,140 Average Board 5,806 Grand Total $42,114

Sample Commuter Package Tuition & Fees $ 29,168 Trustee s Scholarship -14,500 Federal Pell Grant - 2,225 PHEAA State Grant - 3,662 Federal Perkins Loan - 1,200 Direct Federal Subsidized Stafford Loan - 3,500 Direct Federal Unsubsidized Stafford Loan - 2,000 Total Out-of-Pocket Cost $ 2,081

Using the 10-Month Payment Plan to Cover Your Outstanding Balance Contact the Business Office for more information. Fall Semester Balance $1,041 Spring Semester Balance (est.) 1,040 Payment Plan Fee + 25. Remaining Balance $2,106 $210.60 monthly payment for 10 months.

Using a PLUS to Cover Your Outstanding Balance Outstanding Balance (year) $ 2,081 Amount Borrowed (including 4.292% fee of $93) $ 2,174 Loan Interest Rate 7.21 % Loan Term 4 years and 2 months Minimum Payment $ 50 Monthly Loan Payment $ 50.47 Number of Payments 50 Cumulative Payments $ 2,523.50 Total Interest Paid $ 349.50 Note: The monthly loan payment was calculated at $25.48 for 120 payments (10 years). Since this amount is less than the $50 minimum, the term of the loan has been shortened to 50 payments.

Using a Private Educational Loan to Cover Your Outstanding Balance Outstanding Balance (year) $ 2,081 Amount Borrowed (assuming no fees) $ 2,081 Loan Interest Rate 8.25% Loan Term 4 years and 1 month Minimum Payment $ 50 Monthly Loan Payment $ 50.17 Number of Payments 49 Cumulative Payments $ 2,458.33 Total Interest Paid $ 377.33 Note: The monthly loan payment was calculated at $25.52 for 120 payments (10 years). Since this amount is less than the $50 minimum, the term of the loan has been shortened to 49 payments.

Other Financial Aid Information

Verification This is a process where schools are required by the federal government to verify information on your FAFSA. You can be selected randomly by the federal processor or by the school if there is conflicting information on your FAFSA.

Verification If selected, you may be required to submit IRS tax return transcripts and other documents to the school. If you used the IRS Data Retrieval when completing your FAFSA, you will not need to submit an IRS tax return transcript. To utilize the IRS Data Retrieval, go to FAFSA.gov, log in to your FAFSA record, select Make FAFSA Corrections, and navigate to the Financial Information section of the form. From there, follow the instructions to determine if you are eligible to use the IRS Data Retrieval Tool to transfer 2014 IRS income tax information into your FAFSA. It takes up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.

Verification The school will compare the tax information to the FAFSA and make any needed corrections. This could result in a change to your aid. It s possible that you could have these documents requested by both the school for federal verification and by your state agency. You will need to respond to both. Be sure to respond immediately. Any delay could hold up the processing of your aid.

Satisfactory Academic Progress (SAP) Students must earn 75% of the credits that they attempt each academic year to be eligible for financial aid the following year. In addition, a cumulative grade point average (GPA) of 1.75 after the freshman year and 2.0 in subsequent years must be achieved to be eligible for financial aid the following year. State grants have their own SAP criteria. Holy Family Merit Scholarships (Presidential, Trustee s, Deans Award and University Award) have their own GPA requirements for renewal.

Special Circumstances If you or your parents have special circumstances that occurred in 2014 that you were not able to indicate when completing the FAFSA. Examples include: Reduction in income due to unemployment, disability, or death; unusual medical expenses not paid by insurance; elementary or secondary school tuition; dependent care expenses Holy Family s Special Circumstances Form can be found, by the end of April, at www.holyfamily.edu/finaid/forms (choose 2015-2016 ).

You ve Decided on Holy Family! Once you have decided to attend Holy Family, paid your deposit and have submitted all financial aid paperwork, you ll get an actualized award letter. A bill for the fall semester will be sent by the Business Office in July with options for payment, including a 10-month payment plan.

Not too Late to File for Financial Aid

Free Application for Federal Student Aid (FAFSA) This form collects a family s personal and financial information, which is used to calculate the student s Expected Family Contribution (EFC). You may file the FAFSA in one of two ways: FAFSA on the Web Paper FAFSA

FAFSA on the Web www.fafsa.gov

Avoid Errors! Complete all forms carefully! Errors made in completing the FAFSA and/or supplemental financial aid forms may delay application processing and could result in the loss of financial aid funds.

FAFSA Processing Results What happens after you file your FAFSA? The federal processor (CPS) notifies the student of the FAFSA s processing results with: Email notification containing a direct link to the student s SAR on-line if the student s email address was provided on either FAFSA on the Web or the paper FAFSA. With a PIN, the student can view the SAR online at www.fafsa.gov Paper Student Aid Report (SAR) if a paper FAFSA was filed and the student s email address was not provided. SAR Information Acknowledgement if FAFSA was filed via FAFSA on the Web and student s email address was not provided.

Making Corrections to your FAFSA What do I need to do if something needs to be changed? If necessary, corrections to your FAFSA information may be made by: using FAFSA on the Web if student (and parent) has a PIN. updating the paper SAR. (SAR Acknowledgement CANNOT be used to make corrections.)

Financial Aid Staff will be in Campus Center Room 115 until 4:00 to answer any questions. Contact Information: Phone: 267-341-3233 E-mail: finaid@holyfamily.edu Thank You and Best Wishes!